Cabot Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41.3M | Sell |
142,794
-4,773
| -3% | -$1.37M | 4.21% | 2 |
|
|
2026
Q1 | $37.5M | Sell |
147,567
-1,558
| -1% | -$405K | 4.31% | 1 |
|
|
2025
Q4 | $40.5M | Sell |
149,125
-2,053
| -1% | -$551K | 4.48% | 1 |
|
|
2025
Q3 | $38.5M | Sell |
151,178
-565
| -0.4% | -$128K | 4.27% | 1 |
|
|
2025
Q2 | $31.1M | Sell |
151,743
-2,840
| -2% | -$574K | 3.7% | 1 |
|
|
2025
Q1 | $34.3M | Sell |
154,583
-516
| -0.3% | -$120K | 4.37% | 1 |
|
|
2024
Q4 | $38.8M | Sell |
155,099
-4,253
| -3% | -$1M | 4.93% | 1 |
|
|
2024
Q3 | $37.1M | Sell |
159,352
-2,363
| -1% | -$528K | 4.64% | 1 |
|
|
2024
Q2 | $34.1M | Sell |
161,715
-1,098
| -0.7% | -$205K | 4.46% | 1 |
|
|
2024
Q1 | $27.9M | Buy |
162,813
+208
| +0.1% | +$37.8K | 3.65% | 1 |
|
|
2023
Q4 | $31.3M | Sell |
162,605
-2,029
| -1% | -$375K | 4.35% | 1 |
|
|
2023
Q3 | $28.2M | Sell |
164,634
-174
| -0.1% | -$31.9K | 4.32% | 1 |
|
|
2023
Q2 | $32M | Sell |
164,808
-972
| -0.6% | -$169K | 4.77% | 1 |
|
|
2023
Q1 | $27.3M | Sell |
165,780
-2,105
| -1% | -$311K | 4.32% | 1 |
|
|
2022
Q4 | $21.8M | Sell |
167,885
-16,327
| -9% | -$2.33M | 3.68% | 1 |
|
|
2022
Q3 | $25.5M | Sell |
184,212
-1,049
| -0.6% | -$165K | 4.31% | 1 |
|
|
2022
Q2 | $25.3M | Sell |
185,261
-138
| -0.1% | -$20.9K | 4.02% | 1 |
|
|
2022
Q1 | $32.4M | Buy |
185,399
+134
| +0.1% | +$22.5K | 4.36% | 1 |
|
|
2021
Q4 | $32.9M | Sell |
185,265
-466
| -0.3% | -$73.6K | 4.17% | 1 |
|
|
2021
Q3 | $26.3M | Buy |
185,731
+2,293
| +1% | +$338K | 3.53% | 1 |
|
|
2021
Q2 | $25.1M | Buy |
183,438
+242
| +0.1% | +$31.4K | 3.36% | 1 |
|
|
2021
Q1 | $22.4M | Buy |
183,196
+10,476
| +6% | +$1.34M | 3.16% | 2 |
|
|
2020
Q4 | $22.9M | Sell |
172,720
-1,172
| -0.7% | -$141K | 3.52% | 1 |
|
|
2020
Q3 | $20.1M | Sell |
173,892
-64,120
| -27% | -$7M | 3.66% | 2 |
|
|
2020
Q2 | $21.7M | Sell |
238,012
-6,856
| -3% | -$531K | 4.33% | 2 |
|
|
2020
Q1 | $15.6M | Sell |
244,868
-15,576
| -6% | -$1.15M | 3.72% | 2 |
|
|
2019
Q4 | $19.1M | Sell |
260,444
-5,176
| -2% | -$333K | 3.69% | 2 |
|
|
2019
Q3 | $14.9M | Sell |
265,620
-664
| -0.2% | -$34.7K | 3.14% | 5 |
|
|
2019
Q2 | $13.2M | Sell |
266,284
-1,328
| -0.5% | -$64.7K | 2.78% | 5 |
|
|
2019
Q1 | $12.7M | Buy |
267,612
+3,728
| +1% | +$158K | 2.79% | 6 |
|
|
2018
Q4 | $10.4M | Sell |
263,884
-764
| -0.3% | -$37K | 2.54% | 8 |
|
|
2018
Q3 | $14.9M | Sell |
264,648
-7,304
| -3% | -$380K | 3.2% | 4 |
|
|
2018
Q2 | $12.6M | Buy |
271,952
+880
| +0.3% | +$39.9K | 2.8% | 5 |
|
|
2018
Q1 | $11.4M | Sell |
271,072
-7,164
| -3% | -$308K | 2.54% | 8 |
|
|
2017
Q4 | $11.8M | Sell |
278,236
-3,896
| -1% | -$163K | 2.55% | 6 |
|
|
2017
Q3 | $10.9M | Sell |
282,132
-5,676
| -2% | -$220K | 2.44% | 7 |
|
|
2017
Q2 | $10.4M | Sell |
287,808
-4,464
| -2% | -$165K | 2.41% | 8 |
|
|
2017
Q1 | $10.5M | Sell |
292,272
-2,460
| -0.8% | -$81K | 2.58% | 5 |
|
|
2016
Q4 | $8.53M | Buy |
294,732
+1,996
| +0.7% | +$56.6K | 2.31% | 9 |
|
|
2016
Q3 | $8.27M | Sell |
292,736
-64,324
| -18% | -$1.7M | 2.13% | 9 |
|
|
2016
Q2 | $8.53M | Buy |
357,060
+52
| +0% | +$1.29K | 2.25% | 7 |
|
|
2016
Q1 | $9.73M | Buy |
357,008
+2,172
| +0.6% | +$54.1K | 2.71% | 3 |
|
|
2015
Q4 | $9.34M | Buy |
354,836
+2,792
| +0.8% | +$79.8K | 2.39% | 5 |
|
|
2015
Q3 | $9.71M | Buy |
352,044
+9,192
| +3% | +$270K | 2.68% | 3 |
|
|
2015
Q2 | $10.8M | Buy |
342,852
+836
| +0.2% | +$26.7K | 2.61% | 4 |
|
|
2015
Q1 | $10.6M | Buy |
342,016
+4,708
| +1% | +$142K | 2.59% | 2 |
|
|
2014
Q4 | $9.31M | Sell |
337,308
-556
| -0.2% | -$15.1K | 2.3% | 2 |
|
|
2014
Q3 | $8.51M | Buy |
337,864
+2,192
| +0.7% | +$53.8K | 2.18% | 2 |
|
|
2014
Q2 | $7.8M | Buy |
335,672
+142,500
| +74% | +$3.03M | 1.96% | 5 |
|
|
2014
Q1 | $3.7M | Buy |
193,172
+9,408
| +5% | +$179K | 0.97% | 34 |
|
|
2013
Q4 | $3.68M | Buy |
183,764
+4,424
| +2% | +$83.6K | 0.96% | 42 |
|
|
2013
Q3 | $3.05M | Sell |
179,340
-32,760
| -15% | -$543K | 0.92% | 49 |
|
|
2013
Q2 | $3M | Buy |
+212,100
| New | +$3.26M | 1.03% | 27 |
|
Other funds holding AAPL
Cabot Wealth Management's AAPL Position: Q2 2026 in Review
Cabot Wealth Management reduced its Apple (AAPL) stake by 3.2% in Q2 2026, selling an estimated $1.37M and leaving 142,794 shares worth $41.3M. The position accounts for 4.21% of the portfolio, ranked #2.
Cabot Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 53 quarters since. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Cabot Wealth Management held 142,794 shares of Apple worth $41.3M as of Q2 2026.
- Cabot Wealth Management sold 4,773 Apple shares in Q2 2026, an estimated $1.37M.
- Apple made up 4.21% of Cabot Wealth Management's portfolio in Q2 2026, its #2 holding.
- Cabot Wealth Management first reported a position in Apple in Q2 2013 and has held it in 53 quarters since.
- 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.